Inadequate – 1(0 – 50%)

Average – 2 (75%)

Good – 3 (85%)

Excellent – 4 (95%)

Introduction

(15% or 45 points)

Does not provide adequate background and or purpose for the report.

Introductory information is adequate but clarity of objective needs development

Introductory information is clear and professionally developed

Introduction is excellent: it is clear, engaging, and thorough. As a reader, I know exactly what the report will provide

Data Analysis, Calculations, and Results Addressing Executive Objectives

(30% or 90 points)

Data analysis not connected to purpose/objectives; presentation and interpretation of results are inaccurate.

Insufficient application of concepts and calculations to address objectives identified by executive

Zero score (0) if Excel missing

Data analysis needs to be stronger but is adequate. Results of calculations stated, but not fully analyzed or interpreted.

Favors statement of results rather than interpretation and analysis

Calculations are somewhat sufficient to meet objectives – i.e. number of applied concepts and calculations

Data analysis is appropriate and relevant; presentation and analysis of data is good.

Favors interpretation and analysis rather than statement of results.

Sufficient application of concepts and calculations to address objectives

Data analysis is appropriate and relevant; presentation and analysis of data are professional, thorough, engaging, and sophisticated.

Excellent job. More than sufficient interpretation and analysis of results. Sufficient to address objectives

Conclusions and Recommendations Addressing Executive Objectives (25% or 25 points)

Inadequate summary of results of analysis and no action recommendations offered. Few insights Zero (0) score if not provided.

Non-specific summary of results provided, and a start but imprecise insights and recommendations.

Specific summary of results provided. Good insights, connections to next steps and recommendations. Realistic

Summary of results and recommendations are excellent. Demonstrates solid insights, connections to next steps and recommendations. Realistic.

Report Format and Organization **

(5% or 15 points)

Sections are poorly organized.

Organizationally the report feels messy

Formatting errors exist.

Most necessary sections included but one or two are poorly organized and organizationally needs improvement but could be better.

Formatting errors exist.

All necessary sections included but organizationally the report is professional and constructed with care.

Minimal formatting errors exist.

All necessary sections included, and effectively organized. No formatting errors exist.

Visual Supplements Integrated

(5% or 15 points)

No visual supplements such as tables or graphs included.

Failure to include may lead to a zero (0)

Supplements included (graphs, tables, exhibits) but construction needs improvement (labels, design, etc.)

Nearly enough supplements included. Formats a proper but not complete

Right number of supplements included. Provides valuable information that is clear, professionally presented, and insightful. Constructed properly

Grammar

Mechanics

Sentences and Style

(10% or 30 points)

There are numerous grammatical errors exist and impede meaning.

Report has numerous punctuation, spelling, or capitalization errors.

Sentences contains many errors and impede meaning. Style is not concise or professional.

Grammatical errors exist but generally don’t impede meaning.

Report has some punctuation, spelling, or capitalization errors.

Sentences contain some errors but do not impede meaning.

Style is generally concise and professional, but some additional editing is warranted.

Few grammatical errors exist and do not impede meaning.

Report has a few punctuation, spelling, or capitalization errors.

Sentences contain few errors that do not impede meaning. Style is concise and professional.

Both sentences and style are good. Editing and proofreading is good.

No grammatical errors exist.

Report has no punctuation, spelling, or capitalization errors.

Sentences contain no errors and are diverse and sophisticated.

Style is concise and professional.

Care taken in the editing and proofreading of the report.

Excel

(10% or 30 points)

Excel document not complete

Excel infrequently used as quantitative tool

Difficult to interpret

Zero (0) if Excel not submitted

Somewhat complete

Somewhat modifiable, traceable, auditable, and readable

Somewhat uses Excel as a powerful quantitative tool

Interpretation accessible

Mostly complete

Mostly modifiable, traceable, auditable, and readable

Mostly uses Excel’s functionality as a powerful quantitative tool

Mostly able to follow and interpret

Excellent

Modifiable, traceable, auditable, and readable

Uses Excel functionality to its full capability

Easy to follow and interpret